Examining HYPE’s range-bound setup as Hyperliquid waits for a trigger

From U.S. Stocks to On-Chain: The Next Structural Opportunity Is Brewing

The article discusses the potential impact of tokenized US stocks on the cryptocurrency market, arguing against the view that tokenized equities will entirely drain liquidity from the crypto space. While acknowledging that some crypto funds may flow into tokenized stocks, the author emphasizes that asset tokenization (including stocks, bonds, and gold) could significantly increase on-chain asset volume. This, combined with crypto’s composability and potential improvements in scalability and privacy, may lead to an explosion in on-chain transactions—attracting not only crypto-native funds but also traditional stock market participants. The piece suggests that tokenized assets won’t remain static on-chain; instead, they will interact with DeFi, derivatives, prediction markets, and other crypto-native applications. This could create new opportunities and even new sectors, similar to how perps and prediction markets emerged in previous cycles. Although the era of broad "altcoin seasons" may be over, high-quality crypto projects—especially those in infrastructure like DeFi, oracles, privacy, digital identity, and wallets—could still thrive. The convergence of tokenized traditional assets and crypto composability might spark innovative combinations, such as crypto AI agents or new financial instruments. Ultimately, the author believes that the next cycle will bring new "version winners," distinct from past cycles, and that while the wild west of crypto is fading, significant opportunities remain for innovative projects that leverage on-chain liquidity and composability.

比推15분 전

Before Soaring to a $1.5 Trillion IPO, Musk Almost Lost Everything

Elon Musk's SpaceX is on the verge of a historic $150 billion IPO in 2026, targeting a $1.5 trillion valuation, which would make it one of the largest public offerings ever. This marks a dramatic turnaround from its near-collapse in 2008. Founded in 2002, SpaceX faced immense skepticism and multiple failures. Its first three Falcon 1 rockets exploded, nearly bankrupting the company and coinciding with Musk's personal crises during the financial crash. The fourth launch in September 2008 succeeded, saving the company and securing a crucial $1.6 billion NASA contract. SpaceX’s breakthrough came from challenging aerospace norms. It pioneered reusable rockets, first landing a Falcon 9 booster in 2015, drastically cutting costs. For its Mars-bound Starship, Musk applied first principles, opting for cheap stainless steel over expensive carbon fiber, simplifying manufacturing and reducing expenses. The key to its $800 billion pre-IPO valuation is Starlink. With over 7.65 million subscribers and projected 2026 revenues of $22-24 billion, it provides stable cash flow, transforming SpaceX from a launch provider into a global telecom giant. Musk, initially opposed to IPO distractions, now seeks capital for Mars colonization. The IPO’s $30 billion raise will fund ambitious plans, including uncrewed Mars landings by 2027 and a self-sustaining city on Mars within 20 years. For Musk, wealth is a means to make humanity a multi-planetary species.

深潮18분 전

When U.S. Stocks Go On-Chain, Who Will Become the 'Version Prodigy' of the Next Cycle?

The tokenization of US stocks on-chain is not a one-sided threat that will drain liquidity from the crypto ecosystem, but rather a development that could significantly expand the overall on-chain economy. While some crypto-native funds may flow into tokenized traditional assets like stocks, bonds, and gold, the inverse is likely: new capital from traditional markets may also enter crypto due to increased accessibility. The composability of on-chain finance could lead to an explosion in decentralized exchanges, perps, prediction markets, and new hybrid applications. This may create entirely new crypto-native sectors, similar to how previous cycles introduced innovative categories like DeFi and perpetual futures. Although the era of broad-based “altseason” is over, high-quality crypto projects—especially those in infrastructure such as L1/L2 chains, oracles, privacy tech, digital identity, and wallets—will continue to see demand. The next cycle may produce new “version winners”: projects that leverage composability, attract external liquidity, and offer unique value not found in traditional finance. While returns may be harder to achieve compared to earlier cycles, crypto remains a space for financial innovation and asymmetric opportunities. The next breakthrough may come from unexpected places—perhaps from those building quietly today.

marsbit22분 전

Bitcoin Could Remain Calmer Than Nvidia Through 2026, Bitwise Predicts

bitcoinist28분 전

Dialogue with Gate Founder Han Lin: Optimistic About 2026, and Why He Believes 'We Won't Return to a Deep Bear Market'

In a recent interview, Gate.io founder Lin Han shared his optimistic outlook on the crypto market, macroeconomic trends, and the evolving regulatory and technological landscape. He argued that the market is unlikely to return to a severe bear phase, citing strong macroeconomic conditions, expected monetary easing, and sustained institutional interest. While acknowledging potential risks like an AI sector correction, he emphasized that AI's tangible applications differentiate it from past tech bubbles. Han discussed the minimal impact of the recent October 11 market crash, attributing market resilience to ample stablecoin liquidity. He highlighted the industry-wide adoption of Proof of Reserves (PoR) post-FTX, advocating for enhanced methods incorporating zero-knowledge proofs and third-party audits. On emerging trends, he noted the resurgence of privacy-focused protocols like Zcash and the rapid growth of Perpetual DEXs (e.g., Hyperliquid), driven by improved blockchain infrastructure, lower costs, and better wallet experiences. He anticipates increased regulatory scrutiny on DeFi platforms in the future. Regarding Gate.io's strategy, Han emphasized a dual focus: expanding its Web3 ecosystem, as user activity migrates on-chain, and strengthening its global compliant exchanges, including its recently launched U.S. platform. He ruled out aggressive layoffs, reflecting Gate's consistent operational approach, and expressed long-term ambitions for a public listing following continued compliance efforts. He dismissed DATs (Digital Asset Trusts) as unsustainable and commented on the challenges of new stablecoin issuance due to strong network effects favoring incumbents like USDT. Finally, he addressed market manipulation concerns, noting improved exchange risk controls, and defended Gate's remote-work culture as aligned with the fast-paced, global nature of the crypto industry.

marsbit1시간 전